Market Strategy: Sunny Agrawal On What Investors Should Watch Next

Q1 earnings have delivered a stronger-than-expected performance across several key sectors, with companies showing improving earnings momentum and better growth prospects. In this episode, Sunny Agrawal, DVP and Head of Fundamental Desk at SBI Securities, decodes the sectors and stocks that stood out during the earnings season and assesses where the next phase of growth could come from. From banking and NBFCs to auto, auto ancillaries, power and cables, capital goods, defence and pharma, we look at the themes that could drive performance over the next few quarters. The discussion also focuses on valuations, earnings visibility and sector-specific growth triggers, helping investors understand where opportunities may still exist after the recent market rally. Catch the key takeaways from Q1 earnings and the stocks that could remain in focus going ahead.